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@midgardfinance.comOct 2, 2026, 9:30 AM

đź’‰ #diabetes #EASD2026

🇺🇸 $LLY #Onswik and 🇩🇰 $NOVO #Awiqli are racing for the flat half of the business. Novo's insulin: EUR 1.7bn a quarter, flat since 2020. Incretins: Novo EUR 8.0bn, Lilly EUR 13.8bn.

New post, with ACHIEVE-4:
midgardfinance.com/blog/2026/10/01/weekly-insulin-onswik-awiqli/

Two line charts side by side titled "Insulin stood still while incretins took off", quarterly revenue in EUR billion from 2020 to 2026. Left, Novo Nordisk: insulin stays close to 2 and ends at 1.7; incretins rise from about 1.5 to 8.0. Right, Eli Lilly: incretins rise from about 1 to 13.8; the insulin line drifts down to 0.8 and stops at Q1 2024, the last quarter Lilly reported its insulin brands separately.
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